ADM-201 · Question #352
Northern Trail Outfitters has asked an administrator to ensure that when a contact with a title of CEO is created, the contact's account record gets updated with the CEO's name. Which feature should…
The correct answer is A. Process Builder. To automatically update an Account record with a Contact's name when a new Contact with a specific title is created, an administrator should use Process Builder.
Question
Northern Trail Outfitters has asked an administrator to ensure that when a contact with a title of CEO is created, the contact's account record gets updated with the CEO's name. Which feature should an administrator use to implement this request?
Options
- AProcess Builder
- BValidation Rule
- CWorkflow Rule
- DQuick Action
How the community answered
(30 responses)- A73% (22)
- B7% (2)
- C3% (1)
- D17% (5)
Why each option
To automatically update an Account record with a Contact's name when a new Contact with a specific title is created, an administrator should use Process Builder.
Process Builder can be configured to automatically trigger an action, such as updating a field on the related Account record, when a specific condition is met, like a Contact with the title 'CEO' being created, providing a robust declarative automation solution.
A validation rule is used to prevent records from being saved if they don't meet specified criteria, not to automatically update other records.
While a Workflow Rule could technically perform a field update on a parent record, Process Builder is the more modern and powerful declarative automation tool recommended by Salesforce for new automation, offering more complex logic and actions beyond simple field updates.
A Quick Action is a manual action initiated by a user to create, update, or log records, and does not automatically trigger upon record creation.
Concept tested: Cross-object record update automation
Source: https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5
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